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KB Financial Group
KB

130 hedge funds and large institutions have $1.08B invested in KB Financial Group in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

13% more capital invested

Capital invested by funds: $959M → $1.08B (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.14% less ownership

Funds ownership: 6.42% → 6.28% (-0.14%)

1% less funds holding

Funds holding: 131 → 130 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $207K

Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
50
Reduced
34
Closed
17
Calls
–
Puts
$207K
Net Calls
-$207K
Net Calls Change
-$210K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.5M
2
AG
Aperio Group
California
+$3.97M
3
PPA
Parametric Portfolio Associates
Washington
+$2.84M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$2.68M
5
MWNA
Marshall Wace North America
New York
+$2.09M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$15.6M
2
CS
Credit Suisse
Switzerland
-$12.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.38M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.99M
5
Lazard Asset Management
Lazard Asset Management
New York
-$3.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
26
Altrinsic Global Advisors
Connecticut
$3.69M +$269K +7,030 +9%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$3.52M +$287K +7,503 +10%
BlackRock
28
BlackRock
New York
$3.3M -$858K -22,425 -22%
Allianz Asset Management
29
Allianz Asset Management
Germany
$2.9M +$2.68M +70,097 New
MWNA
30
Marshall Wace North America
New York
$2.45M +$2.09M +54,765 +1,245%
Citigroup
31
Citigroup
New York
$2.27M +$1.06M +27,694 +102%
Invesco
32
Invesco
Georgia
$2.24M -$711K -18,588 -26%
Pzena Investment Management
33
Pzena Investment Management
New York
$2.22M +$541K +14,141 +36%
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$2.08M +$778K +20,346 +68%
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.96M -$1.37M -35,900 -43%
CGH
36
Crossmark Global Holdings
Texas
$1.79M +$5.78K +151 +0.3%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.74M +$86.3K +2,255 +6%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.73M -$25.8K -674 -2%
HJIM
39
Henry James International Management
New York
$1.49M +$440K +11,500 +47%
LNWWM
40
Laird Norton Wetherby Wealth Management
California
$1.48M +$159K +4,164 +13%
BIM
41
Bogle Investment Management
Massachusetts
$1.34M +$1.24M +32,472 New
PA
42
Profund Advisors
Maryland
$1.26M +$453K +11,854 +64%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$1.13M +$257K +6,715 +33%
GC
44
Guggenheim Capital
Illinois
$1.12M +$357K +9,340 +53%
Legal & General Group
45
Legal & General Group
United Kingdom
$1.1M – – –
GHAM
46
Gilman Hill Asset Management
Connecticut
$1.1M -$11.5K -300 -1%
JC
47
JBF Capital
Colorado
$1.09M -$9.56K -250 -0.9%
Marshall Wace
48
Marshall Wace
United Kingdom
$996K +$662K +17,319 +257%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$960K +$71.9K +1,880 +9%
Axa
50
Axa
France
$937K – – –
1
2
3 4 5

KB Hedge Fund Activity: Q4 2019 in Review

130 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2019, worth a combined $1.08B — up 13% from $959M a quarter earlier.

Fund positioning in KB was balanced in Q4 2019: 17 funds opened new positions, 17 closed out, 50 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.5M. The largest seller was Franklin Resources, cutting an estimated $15.6M.

  • 130 institutional investors held KB Financial Group (KB) as of Q4 2019, down from 131 in Q3 2019.
  • Funds reported $1.08B of KB Financial Group stock for Q4 2019, up 13% quarter-over-quarter.
  • 17 funds opened new KB Financial Group positions in Q4 2019 and 17 closed out, a net change of 0 holders.
  • The largest KB Financial Group buyer in Q4 2019 was Morgan Stanley, an estimated $5.5M added.
  • The largest KB Financial Group seller in Q4 2019 was Franklin Resources, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2019.